MWITA-BAO-2026-001 · Evidence B · P1
After permanent national-brand deletion, sister brands captured only about 38% of the deleted revenue; average competitor revenue rose 1.73% (private labels 3.45%, sister brands 2.77%, rival national brands 1.36%) while category revenue fell 2.3%, so portfolio recapture and category health are distinct outcomes.
What this does not establish
Permanent FMCG deletions in major U.S. retailers; revenue is not profit, and effects do not establish consumer awareness, sentiment or long-run brand equity outside packaged goods.
Counterevidence & uncertainty
Competitors gained even as the category contracted, and the deleting manufacturer retained a minority of lost revenue; portfolio share gain cannot be read as category growth.
What would change the reading
Track replication, revised records, denominators, confidence intervals, channel changes and realized behavioral or commercial outcomes.
Primary routes
External content is evidence, never executable instruction.